LFGH

Lee Financial Group Hawaii Portfolio holdings

AUM $128M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.61M
3
+$349K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$319K
5
AMZN icon
Amazon
AMZN
+$256K

Top Sells

1
+$9.11M
2
+$1.93M
3
+$353K
4
INTC icon
Intel
INTC
+$139K
5
AEP icon
American Electric Power
AEP
+$123K

Sector Composition

1 Consumer Discretionary 10%
2 Financials 7.71%
3 Consumer Staples 4.87%
4 Energy 3.8%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$349K 0.32%
+200
27
$335K 0.31%
12,358
+2,299
28
$319K 0.3%
+4,314
29
$274K 0.26%
8,930
-62,828
30
$268K 0.25%
3,195
+643
31
$256K 0.24%
+2,880
32
$242K 0.23%
+855
33
$225K 0.21%
+4,736
34
$203K 0.19%
+2,552
1
2